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Wealth Management Administrator

  • Rosebank
  • Salary: Market Related
  • Job Type: Permanent
  • Sectors: Admin Finance
  • Reference: JHB007404/JK-JH

Apply before Feb 22 2026 | 29 Days left

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Vacancy Details

Employer: Dante Group (Pty) Ltd

Join our team as a Wealth Management Administrator in Rosebank!
Minimum requirements:
  • Matric (Grade 12) required
  • RE5 Certificate preferred (or willing to obtain within 12 months)
  • Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management
  • Minimum 3–5 years relevant administration experience in a financial services environment (investments & long-term insurance)
  • Proven experience in new business processing and client servicing
  • Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).

Responsibilities
  • Process and submit new long-term insurance and investment applications timeously and accurately
  • Liaise with product providers (insurers & investment houses) to track applications through to issue stage
  • Follow up on outstanding requirements with clients and service providers
  • Prepare and issue policy schedules and confirmation documents
  • Handle client queries regarding existing policies and investments
  • Process servicing requests: beneficiary changes, premium amendments, policy updates, switches, withdrawals and cancellations
  • Prepare annual portfolio reviews and statements when required
  • Quotations and proposals

    Consultant: Joelene Koekemoer - Dante Personnel Johannesburg
    Apply via our website www.dantesa.co.za

    If you do not hear from us within 5 days, please accept that your application was unsuccessful

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About Dante Group (Pty) Ltd

Danté Personnel Recruitment (Pty) Ltd, established in 1996, is a national leading recruitment-consulting firm. We offer specialized services to effectively manage the entire recruitment process, for companies based in South Africa and abroad. We service different Business diversities like Mining, Engineering, Technical, Information Technology and Finance.

Our exclusive database of candidates, for all various business verticals, is valuable tool to start the recruitment process. We take up the challenge in finding the right candidate through our extensive network of resources and understanding of the hiring trends.
Our expertise lies in identifying and selecting candidates at all positions, especially middle and senior management. We take pride in our ability to provide all your human resource requirements.

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© Careers24. All rights reserved.

About Careers24.com

  • Careers24 is a leading South African job portal that assists jobseekers from all sectors and experience levels to find and apply for vacancies from hundreds of South Africa’s leading companies. With over a million visitors a month, we are one of the most popular destinations to find employment online in South Africa.

    Our mission is to become the destination where every candidate can find an ideal job and where every company can find the perfect candidate. We are a proud member of the Media24 family and part of the Naspers group of companies.

Company

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